Fsa Investment Group, LLC Portfolio Holdings

Fsa Investment Group, LLC

  • $117 Billion
  • Q1 2025

Fsa Investment Group, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $80.9B, Vanguard Small Cap Growth ETF with a value of $11.1B, Vanguard S&P Small Cap 600 Val with a value of $5.83B, Schwab Strategic Us Tips ETF with a value of $3.49B, and Ishares Core U.S. Aggregate Bo with a value of $1.77B.

Examining the 13F form we can see an increase of $2.61B in the current position value, from $115B to 117B.

Fsa Investment Group, LLC is based out at Pensacola, FL

Below you can find more details about Fsa Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $115 Billion
Technology: $871 Million
Real Estate: $271 Million
Healthcare: $205 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $117 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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